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Image for Roper Technologies (NASDAQ:ROP) Rating Lowered to “Hold” at Zacks Research

Roper Technologies (NASDAQ:ROP) Rating Lowered to “Hold” at Zacks Research

Roper Technologies (NASDAQ:ROP – Get Free Report) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a report released on Thursday,Zacks.com reports. Several... More of this article »
Image for Telos (NASDAQ:TLS) EVP Gary Mark Bendza Sells 80,140 Shares

Telos (NASDAQ:TLS) EVP Gary Mark Bendza Sells 80,140 Shares

Telos Corporation (NASDAQ:TLS – Get Free Report) EVP Gary Mark Bendza sold 80,140 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $4.41, for a total transaction... More of this article »
Image for Banque Cantonale Vaudoise Trims Holdings in Humana Inc. $HUM

Banque Cantonale Vaudoise Trims Holdings in Humana Inc. $HUM

Banque Cantonale Vaudoise decreased its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 64.6% during the first quarter, Holdings Channel.com reports. The fund owned 8,157 shares of the insurance provider’s... More of this article »
Image for Apple Inc. $AAPL is First Merchants Corp’s 9th Largest Position

Apple Inc. $AAPL is First Merchants Corp’s 9th Largest Position

First Merchants Corp lowered its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 201,048 shares... More of this article »
Image for Wasatch Advisors LP Has $54.61 Million Stock Holdings in Frontdoor Inc. $FTDR

Wasatch Advisors LP Has $54.61 Million Stock Holdings in Frontdoor Inc. $FTDR

Wasatch Advisors LP reduced its position in shares of Frontdoor Inc. (NASDAQ:FTDR – Free Report) by 7.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Maridea Wealth Management LLC Makes New $2.16 Million Investment in Global X Adaptive U.S. Risk Management ETF $ONOF

Maridea Wealth Management LLC Makes New $2.16 Million Investment in Global X Adaptive U.S. Risk Management ETF $ONOF

Maridea Wealth Management LLC bought a new stake in shares of Global X Adaptive U.S. Risk Management ETF (NYSEARCA:ONOF – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Wasatch Advisors LP Takes $29.18 Million Position in Billiontoone, Inc. $BLLN

Wasatch Advisors LP Takes $29.18 Million Position in Billiontoone, Inc. $BLLN

Wasatch Advisors LP purchased a new position in shares of Billiontoone, Inc. (NASDAQ:BLLN – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Wasatch Advisors LP Has $47 Million Stock Holdings in Sally Beauty Holdings, Inc. $SBH

Wasatch Advisors LP Has $47 Million Stock Holdings in Sally Beauty Holdings, Inc. $SBH

Wasatch Advisors LP trimmed its holdings in shares of Sally Beauty Holdings, Inc. (NYSE:SBH – Free Report) by 13.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 7,567 Shares in UFP Technologies, Inc. $UFPT Bought by Maridea Wealth Management LLC

7,567 Shares in UFP Technologies, Inc. $UFPT Bought by Maridea Wealth Management LLC

Maridea Wealth Management LLC purchased a new stake in UFP Technologies, Inc. (NASDAQ:UFPT – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Maridea Wealth Management LLC Reduces Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Maridea Wealth Management LLC Reduces Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Maridea Wealth Management LLC trimmed its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 14.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Janus Henderson AAA CLO ETF $JAAA Position Increased by Maridea Wealth Management LLC

Janus Henderson AAA CLO ETF $JAAA Position Increased by Maridea Wealth Management LLC

Maridea Wealth Management LLC increased its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 47.4% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Maridea Wealth Management LLC Acquires 1,348 Shares of Linde PLC $LIN

Maridea Wealth Management LLC Acquires 1,348 Shares of Linde PLC $LIN

Maridea Wealth Management LLC lifted its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 33.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Wasatch Advisors LP Purchases 110,421 Shares of Red Violet, Inc. $RDVT

Wasatch Advisors LP Purchases 110,421 Shares of Red Violet, Inc. $RDVT

Wasatch Advisors LP raised its position in Red Violet, Inc. (NASDAQ:RDVT – Free Report) by 13.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Maridea Wealth Management LLC Raises Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Maridea Wealth Management LLC Raises Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Maridea Wealth Management LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 35.1% in the 1st quarter, according to the company in its most recent Form 13F... More of this article »
Image for Maridea Wealth Management LLC Buys Shares of 63,658 Pacer Trendpilot US Bond ETF $PTBD

Maridea Wealth Management LLC Buys Shares of 63,658 Pacer Trendpilot US Bond ETF $PTBD

Maridea Wealth Management LLC purchased a new position in shares of Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Tassel Capital Management Inc. Boosts Stock Holdings in Dimensional US High Profitability ETF $DUHP

Tassel Capital Management Inc. Boosts Stock Holdings in Dimensional US High Profitability ETF $DUHP

Tassel Capital Management Inc. lifted its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 3.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Venturi Wealth Management LLC Buys 8,747 Shares of iShares 10-20 Year Treasury Bond ETF $TLH

Venturi Wealth Management LLC Buys 8,747 Shares of iShares 10-20 Year Treasury Bond ETF $TLH

Venturi Wealth Management LLC grew its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 60.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for iShares Core MSCI Emerging Markets ETF $IEMG is Venturi Wealth Management LLC’s 3rd Largest Position

iShares Core MSCI Emerging Markets ETF $IEMG is Venturi Wealth Management LLC’s 3rd Largest Position

Venturi Wealth Management LLC lowered its stake in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 29.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for River Street Advisors LLC Buys 162,742 Shares of Invesco BulletShares 2028 Corporate Bond ETF $BSCS

River Street Advisors LLC Buys 162,742 Shares of Invesco BulletShares 2028 Corporate Bond ETF $BSCS

River Street Advisors LLC raised its stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1,437.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Old Second Bancorp, Inc. $OSBC Shares Bought by River Street Advisors LLC

Old Second Bancorp, Inc. $OSBC Shares Bought by River Street Advisors LLC

River Street Advisors LLC raised its stake in shares of Old Second Bancorp, Inc. (NASDAQ:OSBC – Free Report) by 104.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for PulteGroup, Inc. $PHM Shares Bought by River Street Advisors LLC

PulteGroup, Inc. $PHM Shares Bought by River Street Advisors LLC

River Street Advisors LLC lifted its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 94.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Allianz SE (OTCMKTS:ALIZY) Short Interest Update

Allianz SE (OTCMKTS:ALIZY) Short Interest Update

Allianz SE (OTCMKTS:ALIZY – Get Free Report) saw a large decline in short interest in June. As of June 15th, there was short interest totaling 111,309 shares, a decline of 89.1% from the May 31st total of 1,022,882 shares. Approximately... More of this article »
Image for Short Interest in Ascentage Pharma Group International (OTCMKTS:ASPHF) Increases By 392.3%

Short Interest in Ascentage Pharma Group International (OTCMKTS:ASPHF) Increases By 392.3%

Ascentage Pharma Group International (OTCMKTS:ASPHF – Get Free Report) was the recipient of a significant growth in short interest in the month of June. As of June 15th, there was short interest totaling 172,800 shares, a growth... More of this article »
Image for Short Interest in Aozora Bank, Ltd. (OTCMKTS:AOZOY) Rises By 52,300.0%

Short Interest in Aozora Bank, Ltd. (OTCMKTS:AOZOY) Rises By 52,300.0%

Aozora Bank, Ltd. (OTCMKTS:AOZOY – Get Free Report) saw a large increase in short interest in June. As of June 15th, there was short interest totaling 524 shares, an increase of 52,300.0% from the May 31st total of 1 shares.... More of this article »
Image for River Street Advisors LLC Invests $488,000 in BlackRock MuniYield Quality Fund, Inc. $MQY

River Street Advisors LLC Invests $488,000 in BlackRock MuniYield Quality Fund, Inc. $MQY

River Street Advisors LLC acquired a new stake in shares of BlackRock MuniYield Quality Fund, Inc. (NYSE:MQY – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for VCI Wealth Management LLC Makes New Investment in Gilead Sciences, Inc. $GILD

VCI Wealth Management LLC Makes New Investment in Gilead Sciences, Inc. $GILD

VCI Wealth Management LLC bought a new position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 15,683 shares... More of this article »
Image for 131,482 Shares in Ford Motor Company $F Bought by Econ Financial Services Corp

131,482 Shares in Ford Motor Company $F Bought by Econ Financial Services Corp

Econ Financial Services Corp acquired a new stake in shares of Ford Motor Company (NYSE:F – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 131,482 shares of the auto manufacturer’s stock,... More of this article »
Image for ExxonMobil Corporation $XOM Shares Bought by Fifth Third Wealth Advisors LLC

ExxonMobil Corporation $XOM Shares Bought by Fifth Third Wealth Advisors LLC

Fifth Third Wealth Advisors LLC lifted its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 9.8% in the first quarter, HoldingsChannel reports. The firm owned 195,198 shares of the oil and gas company’s stock... More of this article »
Image for JPMorgan Core Plus Bond ETF $JCPB Stake Raised by Kestra Private Wealth Services LLC

JPMorgan Core Plus Bond ETF $JCPB Stake Raised by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC lifted its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 79.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 119,481 shares... More of this article »
Image for Welch Group LLC Acquires 2,909 Shares of International Business Machines Corporation $IBM

Welch Group LLC Acquires 2,909 Shares of International Business Machines Corporation $IBM

Welch Group LLC lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 1.0% during the first quarter, Holdings Channel.com reports. The firm owned 294,802 shares of the technology... More of this article »
Image for Welch Group LLC Grows Stock Holdings in Pfizer Inc. $PFE

Welch Group LLC Grows Stock Holdings in Pfizer Inc. $PFE

Welch Group LLC boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.3% during the first quarter, Holdings Channel reports. The firm owned 2,148,091 shares of the biopharmaceutical company’s stock after... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Towneley Capital Management Inc DE

Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Towneley Capital Management Inc DE

Towneley Capital Management Inc DE grew its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Abbott Laboratories $ABT Holdings Increased by Welch Group LLC

Abbott Laboratories $ABT Holdings Increased by Welch Group LLC

Welch Group LLC increased its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% in the 1st quarter, HoldingsChannel reports. The fund owned 88,991 shares of the healthcare product maker’s stock after acquiring... More of this article »
Image for Towneley Capital Management Inc DE Invests $1.41 Million in Vanguard Total World Stock ETF $VT

Towneley Capital Management Inc DE Invests $1.41 Million in Vanguard Total World Stock ETF $VT

Towneley Capital Management Inc DE bought a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Infleqtion (INFQ) & Its Rivals Financial Survey

Infleqtion (INFQ) & Its Rivals Financial Survey

Infleqtion (NYSE:INFQ – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it contrast to its rivals? We will compare Infleqtion to similar companies based on the strength... More of this article »
Image for Franklin U.S. Core Bond ETF $FLCB Holdings Increased by Sequent Planning LLC

Franklin U.S. Core Bond ETF $FLCB Holdings Increased by Sequent Planning LLC

Sequent Planning LLC boosted its stake in shares of Franklin U.S. Core Bond ETF (NYSEARCA:FLCB – Free Report) by 10.0% in the 1st quarter, Holdings Channel reports. The fund owned 935,273 shares of the company’s stock... More of this article »
Image for Sequent Planning LLC Has $1.10 Million Position in FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN

Sequent Planning LLC Has $1.10 Million Position in FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN

Sequent Planning LLC boosted its position in FT Vest U.S. Equity Moderate Buffer ETF – January (BATS:GJAN – Free Report) by 197.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 26,143 shares of the company’s... More of this article »
Image for Procter & Gamble Company (The) $PG Shares Sold by Wesbanco Bank Inc.

Procter & Gamble Company (The) $PG Shares Sold by Wesbanco Bank Inc.

Wesbanco Bank Inc. decreased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 23,337 Shares in Atlanta Braves Holdings, Inc. $BATRK Acquired by Poehling Capital Management INC.

23,337 Shares in Atlanta Braves Holdings, Inc. $BATRK Acquired by Poehling Capital Management INC.

Poehling Capital Management INC. purchased a new position in Atlanta Braves Holdings, Inc. (NASDAQ:BATRK – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Critical Analysis: SeaChange International (NASDAQ:SEAC) & Apex Technology Acquisition (NASDAQ:APXT)

Critical Analysis: SeaChange International (NASDAQ:SEAC) & Apex Technology Acquisition (NASDAQ:APXT)

SeaChange International (NASDAQ:SEAC – Get Free Report) and Apex Technology Acquisition (NASDAQ:APXT – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will compare... More of this article »
Image for JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Retirement Planning Group LLC NY

JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Retirement Planning Group LLC NY

Retirement Planning Group LLC NY lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for GXO Logistics, Inc. (NYSE:GXO) Receives $69.92 Average Price Target from Brokerages

GXO Logistics, Inc. (NYSE:GXO) Receives $69.92 Average Price Target from Brokerages

Shares of GXO Logistics, Inc. (NYSE:GXO – Get Free Report) have been given an average recommendation of “Moderate Buy” by the thirteen brokerages that are presently covering the firm, Marketbeat reports. One research... More of this article »
Image for Brokerages Set Target Corporation (NYSE:TGT) PT at $126.11

Brokerages Set Target Corporation (NYSE:TGT) PT at $126.11

Shares of Target Corporation (NYSE:TGT – Get Free Report) have been given an average recommendation of “Hold” by the thirty-three brokerages that are covering the stock, MarketBeat.com reports. Three research analysts... More of this article »
Image for Automatic Data Processing, Inc. (NASDAQ:ADP) Given Average Recommendation of “Hold” by Analysts

Automatic Data Processing, Inc. (NASDAQ:ADP) Given Average Recommendation of “Hold” by Analysts

Automatic Data Processing, Inc. (NASDAQ:ADP – Get Free Report) has been assigned an average rating of “Hold” from the thirteen ratings firms that are currently covering the stock, MarketBeat Ratings reports. One... More of this article »
Image for Retirement Planning Group LLC NY Has $4.81 Million Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Retirement Planning Group LLC NY Has $4.81 Million Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Retirement Planning Group LLC NY raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 28.5% during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
Image for Riverstone Advisors LLC Has $12.50 Million Stake in Toll Brothers Inc. $TOL

Riverstone Advisors LLC Has $12.50 Million Stake in Toll Brothers Inc. $TOL

Riverstone Advisors LLC cut its stake in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 5.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Tassel Capital Management Inc. Has $17.73 Million Stock Position in Dimensional US Core Equity Market ETF $DFAU

Tassel Capital Management Inc. Has $17.73 Million Stock Position in Dimensional US Core Equity Market ETF $DFAU

Tassel Capital Management Inc. lifted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 4.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Riverstone Advisors LLC Invests $589,000 in PGIM Ultra Short Bond ETF $PULS

Riverstone Advisors LLC Invests $589,000 in PGIM Ultra Short Bond ETF $PULS

Riverstone Advisors LLC bought a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Merkkuri Wealth Advisors LLC Trims Stake in SPDR Gold MiniShares Trust $GLDM

Merkkuri Wealth Advisors LLC Trims Stake in SPDR Gold MiniShares Trust $GLDM

Merkkuri Wealth Advisors LLC lessened its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 25.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Venturi Wealth Management LLC Sells 23,920 Shares of iShares Core Total USD Bond Market ETF $IUSB

Venturi Wealth Management LLC Sells 23,920 Shares of iShares Core Total USD Bond Market ETF $IUSB

Venturi Wealth Management LLC lessened its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 20.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »